Senior Client Portfolio Manager
2 days ago
Client Manager
Overview:This is an exciting opportunity for a dynamic Client Manager to join a modern, rapidly growing firm that fully commits to embracing digital tools and enhancing client service.
Salary:£36,000 - £50,000 (DOE) + Bonus
Responsibilities:- Taking full ownership of a client portfolio and building strong relationships with clients.
- Preparing statutory accounts, monthly management accounts, VAT returns, and personal tax returns.
- Overseeing bookkeeping responsibilities, ensuring compliance and accuracy.
- Contributing to the continued growth and success of the practice through process improvement and innovative client management.
- Part-qualified, newly qualified, or qualified by experience, with at least 4 years of practice experience.
- Strong skills in preparing statutory accounts, management accounts, personal tax returns, and VAT returns in a Practice environment.
- A foundation-level understanding of tax regulations.
- Knowledge of cloud-based accounting software such as Xero, IRIS, or similar.
- Flexible working hours available: Monday-Thursday, 9 am to 5 pm.
- Annual Bonus.
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Insurance Portfolio Manager
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